Our number one priority is to help you minimize the time, effort and stress of transitioning to your new life so you can begin enjoying it!

The only phone number you will ever need for

Best 55 plus real estate expert Mission Viejo

(949) 300-2656

Who We Are

We are a team of caring and highly competent service providers whose specialties revolve around serving the 50+ population. Every person on this list is someone that is properly licensed and has been thoroughly vetted. Many of us have worked together for years, making sure that our clients and their families get a very high level of service at reasonable prices. All initial consultations are free. Best 55 plus real estate expert Mission Viejo believe in educating people and serving them, not selling them.

What We Do

When it comes to planning on how to best achieve the quality of life we desire for the second half of our lives, there are bound to be challenged. We don’t call them problems but they are challenges and it helps to have knowledge of what has worked for others and where to turn for suggestions and to learn about our options.

So the first thing we do is ask questions. And then there is a lot of intense listening. Everyone’s situation is different and there are no cookie cutter solutions that fit every challenge or work for every family. So we have to listen carefully to the answers to our thoughtful questions. We aren’t medical professionals but we can recommend Certified Aging in Place contractors who can suggest changes to your home that would allow you to overcome whatever physical challenges you may have, whether temporary or long-term. Perhaps you own your home free and clear but don’t have funds for unexpected expenses, or even regular ones. An equity line of credit might be the solution. Maybe you want to be closer to the family but have so much stuff to pack and move that you are frozen in place, not knowing where to even start. We face down that challenge regularly. Maybe you are just tired of maintaining your large home and want to simplify things. But your taxes are nice and low and the home is paid for so you just stay there. There are legal ways to carry your low taxes with you to a new smaller home. And there are hundreds of other scenarios. Just let us know. There is ZERO cost for all initial consultations.

Why We Do It

It’s all about people. The world is different today than it was only a short time ago. Few guaranteed pensions, high taxes, people living longer and longer, educated adults working jobs for which they are extremely overqualified for money that doesn’t cover living expenses, all of these things and more have contributed to uncertainty and serious challenges to the quality of life in our 50+ population. And everything is more complex, with many choices and little guidance. Add in the scam artists and unscrupulous vendors and managing one’s way through the thicket to a happy “last half of life” can be extremely difficult. We are here to help. We have screened everyone we recomIt’s all about people. The world is different today than it was only a short time ago. Few guaranteed pensions, high taxes, people living longer and longer, educated adults working jobs for which they are extremely overqualified for money that doesn’t cover living expenses, all of these things and more have contributed to uncertainty and serious challenges to the quality of life in our 50+ population. And everything is more complex, with many choices and little guidance. Add in the scam artists and unscrupulous vendors and managing one’s way through the thicket to a happy “last half of life” can be mend. No on pays any referral fees. There are no upfront fees of any kind. No one has an agenda of their own other than providing the best service possible to help the entire family to a better, more predictable quality of life. We promise never to try to “sell” you anything and we will never pressure you to do anything outside of your comfort zone or your timeline. But we WILL educate you on your options, negotiate the best deal possible on your behalf and facilitate whatever needs to be done so you can get the desired result for yourself and your loved ones.

Our agents and staff can assist you with any or all of the following services:

Full-service real estate sales and/or purchases

Tours of homes AND retirement communities

Retirement community locator service

Sorting, organizing, and distributing household goods and family memories